Original filing (PDF)20230922102654NAL0002966547001

Omaha Philanthropic Trust

Name: Omaha Philanthropic Trust — Omaha Philanthropic, Form 5500 (2022)
Creator: Omaha Philanthropic Trust
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Omaha Philanthropic Trust 403(b) Plan

Defined-contribution retirement plan · Omaha Philanthropic Trust's Omaha Philanthropic Trust 403(b) Plan filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jennifer Callahan signed Omaha Philanthropic Trust's 2022 Form 5500 as plan administrator.

Jennifer Callahan — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Omaha Philanthropic Trust's EIN is 84-2566854.

EIN 84-2566854

Plan number 001

Plan year 2022

ACK ID 20230922102654NAL0002966547001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Omaha Philanthropic Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Omaha Philanthropic Trust's plan includes profit-sharing, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OMAHA PHILANTHROPIC TRUST.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score